Install and configure SharePoint Server 2010 for a BI test environment
Applies to: SharePoint Server 2010
Important
This article is part of the baseline setup for the Configuring a BI infrastructure: Hands-on labs series. To complete the steps in this article, you must first have completed Set up SQL Server for a BI test environment.
This article describes how to install SharePoint Server 2010 on the Contoso-AppSrv virtual machine.
Video demonstration
This video shows how to install SharePoint Server 2010 for use in these labs.
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For an optimal viewing experience, Install SharePoint Server 2010
The first step in installing Microsoft SharePoint Server 2010 is to install the SharePoint Server 2010 prerequisites. These can be automatically downloaded from the Internet and installed by the SharePoint Server 2010 prerequisite installer tool that is built into SharePoint Server 2010 setup.
Important
The Enterprise edition of SharePoint Server 2010 is required for the scenarios in this hands-on labs series.
For the Contoso-AppSrv virtual machine to be able to download the necessary updates, you must add a second virtual network connection to the Contoso-AppSrv virtual machine and connect it to the External Network connection.
Note
To add a network connection, the virtual machine must be turned off. When the virtual machine is off, right-click the virtual machine in Virtual Machine Manager, and then click Settings. On the Settings page, select Network Adapter in the Add Hardware section, and connect it to External Network.
Note
If you cannot create an internet connection from the virtual machine, you can download the prerequisites from the Internet and create an ISO file that you can attach to the virtual machine DVD drive. For more information about what prerequisites are required, see Hardware and software requirements (SharePoint Server 2010). For information about how to install the prerequisites from a network share, see Install prerequisites from a network share (SharePoint Server 2010).
For installation of SharePoint Server 2010 and its prerequisites, use the Contoso\FarmAdmin account. This account must be a local administrator on the Contoso-AppSrv virtual machine.
Log on to the Contoso-AppSrv virtual machine with the domain administrator account (Contoso\administrator) and perform the following procedure to add the Contoso\FarmAdmin account to the Administrators group.
To add a local administrator
Log on to the virtual machine where you want to install SharePoint Server 2010 by using the Contoso\Administrator domain administrator account.
Click Start, click Administrative tools, and then click Computer Management.
Expand Local Users and Groups, and then click Groups.
In the pane on the right side, right-click Administrators, and then click Properties.
Click Add.
Type the name of the SQL Server administrator account (Contoso\FarmAdmin), and then click OK.
Click OK.
Log off the virtual machine.
To perform the remaining procedures in this article, log on to the Contoso-AppSrv virtual machine with the Contoso\FarmAdmin account.
To install the SharePoint Server 2010 prerequisites, perform the following procedure.
To install SharePoint Server 2010 prerequisites
On the SharePoint Server 2010 DVD, run default.hta.
On the SharePoint Server 2010 opening page, click Install software prerequisites.
Follow the wizard to complete installation of all prerequisites.
Note
Depending on your configuration, you may have to restart your computer during this process.
When the wizard has finished, click Finish.
Once the prerequisites have been installed, you can install SharePoint Server 2010 itself. Perform the following procedure to install SharePoint Server 2010 on Contoso-AppSrv.
To install SharePoint Server 2010
On the SharePoint Server 2010 DVD, run default.hta.
On the SharePoint Server 2010 opening page, click Install SharePoint Server.
On the Enter your Product Key page, type your product key, and then click Continue.
On the Read the Microsoft Software License Terms page, read the license agreement and accept the terms by selecting the I accept the terms of this agreement check box.
Click Continue.
On the Choose the installation you want page, click Server Farm.
On the Server Type page, select the Complete – Install all components option.
Click Install Now.
On the Run Configuration Wizard page, leave the Run the SharePoint Products and Technologies Configuration Wizard now check box selected, and then click Close.
On the Welcome to SharePoint Products page, click Next.
On the warning dialog box, click Yes.
On the Connect to a server farm page, select the Create a new server farm option, and then click Next.
On the Specify Configuration Database Settings page:
In the Database server box, type the name of the database server (Contoso-SQL) where you want to host the SharePoint Server 2010 databases.
In the Database name text box, keep the default database name of SharePoint_Config.
Type the user name and password of the database access account (Contoso\FarmAdmin).
Click Next.
Note
If the wizard is unable to connect to Contoso-SQL, check the firewall settings in Windows Server.
On the Specify Farm Security Settings page, type and confirm a pass phrase for the farm, and then click Next.
On the Configure SharePoint Central Administration web Application page, select the Specify port number check box, and type 8080 in the text box.
Note
In a production environment, you can choose any unused port or leave the default. We recommend that you choose a number that is easy to remember.
Click Next.
On the Completing the SharePoint Products Configuration Wizard page, click Next.
On the Configuration Successful page, click Finish.
Once SharePoint Server 2010 configuration has been completed, the SharePoint Central Administration Web site opens.
On the Help Make SharePoint Better page, select the No, I don’t wish to participate option, and then click OK.
Note
Because this is an isolated test environment, this system will be unable to upload error reports.
On the Configure your SharePoint farm page, click Cancel to cancel the farm configuration wizard.
When SharePoint Server 2010 configuration has been completed, the next step is to create a top-level Web site.
Configure the top-level Web site
A Web application is required to host the top-level web site. Perform the following procedure to create a Web application.
To create a Web application
In Central Administration, in the Application Management section, click Manage Web applications.
On the toolbar, click New.
On the Create New Web Application page, keep the default values, and then click OK.
When the Web application has been created, click OK.
The next step is to create a top-level Web site and give users Read permission to that site.
Note
In a production environment you should carefully consider which users should be given permissions to a SharePoint site and at what level. In this case, we are granting Read permission to all users on the top-level site, and we will grant additional permissions to specific users on the Business Intelligence Center that we will be creating in a later lab.
Use the following procedure to create the top-level site.
To create a top-level Web site
On the Central Administration home page, in the Application Management section, click Create site collections.
Confirm that Web Application is set to http://contoso-appsrv/.
Type Contoso in the Title box.
In the Primary Site Collection Administrator section, type FarmAdmin.
Click OK.
Now that the top-level site has been created, we will grant users access to it. Use the following procedure to grant users Read access to the site.
To set Read permission on the top-level Web site
Navigate to the root site (http://contoso-appsrv).
Click Site Actions.
Click Site Permissions.
Click Grant Permissions.
In the Users/Groups box, type NT AUTHORITY\Authenticated Users.
Under Give Permission, select Contoso Visitors [Read].
Click OK.
The next step is to configure the Secure Store Service. See the next article, Configure Secure Store Service for a BI test environment.